Insurity

Role Description Insurity’s Next Solution Analyst will join the Professional Services team at Insurity where they will play a key role in implementing and supporting our Insurity Submission Gateway product. They will be responsible for turning business requirements into real, working solutions using the Insurity Studio, our low-code configuration toolkit. They will help deliver brand-new Submission Gateway implementations and enhance existing customer products through new features, configuration updates, and bug fixes. Our ideal candidate is a detail-driven problem solver with experience in Insurance Technology and low code configuration. Excellent analytical and communication skills and the ability to thrive in a collaborative, fast-paced setting is a must. What Our Solution Analyst Will Do - Configure solutions using Insurity Studio based on requirements, design documentation, and best practices in accordance with estimates provided - Develop and execute required feature tests for in scope changes and assigned use cases - Proactively identify and escalate risks in project work in a timely manner - Assist Project Manager/Scrum Master in developing configuration estimates - Collaborate with Product Management and R&D to improve toolkit features and functionality - Deliver both large-scale and small-scale configuration projects - Other duties as assigned Qualifications - Bachelor’s degree or equivalent professional experience - 1+ years of experience in the Insurance Software or broader software industry - 1+ years of experience working with low code configuration recommended - Experience with project management tools such as Jira recommended - Extensive experience with software applications, including Microsoft Office - Word, PowerPoint, Excel, Teams - Experience building rate/quote/bind workflows is a strong plus - Ability to travel to customer locations: up to 5% Benefits - Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities. - Take Time When You Need It: Open PTO Policy empowers you to recharge when it matters most. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings from your first day. - Living Our Values Every Day: Core values guide how we hire, grow, and retain talent. - Award-Winning Onboarding: Designed to set you up for success and help you make an immediate impact. - Grow Your Career from Within: Over 25% of open roles are filled by internal candidates. - Mentorship That Matters: Connects you with experienced leaders committed to your growth. - Insurity Podcasts: Explore podcasts for deeper insight into Insurity products and company innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development. - Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board.

Role Description The Lead Business Analyst will partner with cross-functional teams to lead requirements discovery and system design for complex customer implementations. This role will own the development of clear business and functional specifications, support configuration and testing (including UAT), and act as a trusted advisor to clients and project teams. The Lead Business Analyst will also mentor other analysts and contribute to pre-sales efforts and the continuous improvement of Business Analysis practices. What Our Lead Business Analyst Will Do - Lead customer requirements gathering process for large and complex efforts - Lead end-to-end integration projects from the business side, partnering with customers, their clients, and internal teams - Develop, analyze, and document requirements, including business, functional and non-functional - Develop customer-focused documentation for software solutions (e.g. Wireframes, Use Cases, business rules, etc.) - Perform and lead expert services with stakeholders or system integration partners on engagements - Plan, perform, and support testing efforts including the coordination of User Acceptance Testing and training - Act as customer advisor and consultant - Lead and perform the estimation of work - Lead system design and configuration activities - Assist business development team with pre-sales activities and RFPs - Act as Subject Matter Expert in more than one area - Provide leadership, coaching, and mentorship to team members - Aide in the reinforcement of Business Analysis methodologies across the team - Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. Qualifications - Time management including work planning, prioritization, and organization - Experience in a customer-facing consulting, professional services, or solution delivery - Experience supporting end-to-end integration projects from requirements through go-live - Ability to handle multiple priorities or tasks - Self-starter and quick learner - Detail-oriented - Active listener - Ability to collaborate and work autonomously - Flexible and adaptable - Process analysis, design, and management - Change management - Coaching, training, and mentoring - Ability to articulately present information - Meeting facilitation and management - 4+ years industry experience - 8 years’ business analysis experience - Bachelor’s degree in related field or equivalent work experience - Travel 0% - 50% Benefits - Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities. - Take Time When You Need It: Open PTO Policy empowers you to recharge when it matters most. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings. - Living Our Values Every Day: Core values guide how we hire, grow, and retain talent. - Award-Winning Onboarding: Designed to set you up for success from day one. - Grow Your Career from Within: Over 25% of open roles are filled by internal candidates. - Mentorship That Matters: Connect with experienced leaders for personal and professional growth. - Insurity Podcasts: Explore podcasts for deeper insight into Insurity products and innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development. - Invest in Your Future—And Your Family’s: Access discounted tuition through partnership with the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board.

Role Description We’re seeking a highly capable Solution Architect to join our Professional Services team and lead solution design and delivery for our Insurity Pro Suite platform. In this customer-facing role, you will partner closely with P&C insurance customers to translate business objectives into scalable Pro Suite configurations, integrations, and technical architectures that drive successful implementations and long-term value. You’ll work across project managers, business analysts, developers, and product teams to ensure Pro Suite is implemented according to best practices, aligned with customer requirements, and positioned for future growth. This role requires strong P&C domain knowledge, hands-on experience with policy administration or core insurance platforms, and the ability to communicate complex technical concepts in clear, business-focused terms. The role is based in North America and may require occasional in-person engagement with customer and partners. Qualifications - 5+ years in a Solution Architect, Implementation Consultant, or similar role in Professional Services or consulting, working directly with external customers. - Experience delivering or configuring core P&C insurance systems (policy administration, billing, claims, or underwriting workbenches). - Demonstrated ability to design and document end-to-end solutions including configuration, integrations (APIs, file-based, services), and data flows. - Strong business analysis and critical thinking skills; able to challenge requirements and propose pragmatic alternatives. - Excellent written and verbal communication skills, including: - Clear, audience-appropriate design documentation (e.g., solution designs, interface specs, decision logs). - Effective facilitation of remote and in-person design and review sessions. - Solid time management skills, including planning, prioritization, and handling multiple concurrent projects or workstreams. - Comfortable working both collaboratively within cross-functional teams and autonomously on assigned solution areas. - High attention to detail with the ability to connect detailed design decisions to overall business and architectural goals. Requirements - Hands-on experience with Insurity Pro Suite or related Insurity solutions (e.g., Sure MGA, Underwriting, Sure Commercial Policy). - Familiarity with tools such as Salesforce and Jira in a project delivery context. - Technical background in SQL, API design/consumption, or data modeling for insurance applications. Benefits - Work Where You Thrive: Flexible work environment options (remote, in-office, or hybrid). - Take Time When You Need It: Open PTO Policy for time management. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings. - Living Our Values Every Day: Core values guiding recruitment and retention. - Award-Winning Onboarding: Designed to set you up for success from day one. - Grow Your Career from Within: Over 25% of open roles filled by internal candidates. - Mentorship That Matters: Connect with experienced leaders for personal and professional growth. - Insurity Podcasts: Access to insights on products and company innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan. - Invest in Your Future—And Your Family’s: Discounted tuition through partnership with the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program.

Role Description As a member of the Customer Success Team, your focus will be on building and enhancing positive relationships with our existing customers and helping them gain access to resources and tools to be successful using Insurity's products. With a focus on our Insurity Decisions Suite, the customers you will work with vary from Medium to Large Commercial Carriers. What Our Senior Customer Success Manager Will Do - Relationship Management - Manage and grow customer relationships, serving as their primary point of contact. - Act as the liaison and advocate between customers and internal teams, such as product development, sales, and support, to enhance the overall customer experience. - Engage with customers by conducting regular business reviews to ensure alignment between their strategic objectives and Insurity's products and services. - Maintain/manage customer expectations and satisfaction. - Gain and maintain working knowledge of Insurity’s platforms, including new releases, features, and dependencies. - Demonstrate thorough knowledge of customers’ business challenges, opportunities, and how our products and solutions address them. - Develop strong working relationships with Customer System Champions. - Ensure contract compliance and accurate billing. - Understand the customer experience and loyalty measures in place. - Gain a strong understanding and act as the subject matter expert on your customers’ internal organization, political landscape, and stakeholder personalities. - Monitor customer satisfaction, identifying potential issues or challenges before they escalate into major problems. - Collaborate with Sales to develop and execute strategies for customer retention and uncover potential opportunities for upselling or cross-selling additional products or services that meet customer needs. - Educate customers on features, benefits, and the value of the service to drive adoption and satisfaction. - Prepare and deliver professional presentations and performance insights to demonstrate the impact of Insurity solutions on the customer's business. - Lead customer meetings effectively, accurately capture minutes, and ensure the completion of all meeting takeaways. - Understand, regularly measure Customer KPIs, monitor usage patterns to proactively address churn risk. - Transition and onboard customers from the implementation team. - Manage customer escalations and ensure issues are resolved quickly and effectively. - Ensure workflow management system and customer-facing tools are up to date. - Provide tool self-service support for customers. - Enhancement Delivery - Facilitate end-to-end management of cross-functional medium complexity enhancements in accordance with product-specific procedures. - Draft change requests and Statements of Work as required. - Demonstrate an understanding of revenue recognition and account measurements. - Internal Process - Demonstrate competency in all internal processes & practices. - Support Continuous Improvement initiatives. - Successfully meet Insurity training goals. - Provide mentorship to team members. - Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. - Other duties as assigned. Qualifications - 3 years in a customer success role, either within the software-as-a-service and/or insurance industry. - 1 year working with national accounts (not just local or regional) or working with multiple partners. - Strong customer support and emotional intelligence qualities with an ability to understand customers' desired strategy and needs. - Strong written and oral English communication skills with ability to articulately present information both in-person (presentations) and in written form. - Advanced digital literacy with MS Office (Word, Excel, PowerPoint). - Self-starter mentality with an eagerness to learn and ability to collaborate and work autonomously, with strong multi-tasking skills. - Nice-to-have: Experience with Customer Success Management or CRM tools. - Nice-to-have: Technical aptitude and familiarity with APIs, cloud platforms, and common SaaS architectures. - Nice-to-have: Strong understanding of the software development and deployment lifecycle. - Travel required is less than 10%. Benefits - Work Where You Thrive: Flexible work environment options (remote, in-office, or hybrid). - Take Time When You Need It: Open PTO Policy for recharging when it matters most. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings. - Living Our Values Every Day: Core values guide hiring, growth, and retention. - Award-Winning Onboarding: Designed to set you up for success from day one. - Grow Your Career from Within: Over 25% of open roles filled by internal candidates. - Mentorship That Matters: Connect with experienced leaders for personal and professional growth. - Insurity Podcasts: Explore insights into Insurity products and company innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development. - Invest in Your Future—And Your Family’s: Discounted tuition through partnership with the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program for bringing great people on board.

Role Description We’re seeking a dynamic and versatile Customer Success Manager to join our team and play a pivotal role in driving customer success, solution adoption, and strategic growth within our Insurity Marine Suite (IMS) product group. This cross-functional role blends Sales, Customer Success, Solution Consulting, and Product Expertise to deliver value to our P&C Insurance customers. You’ll be responsible for building strong in-person relationships with key stakeholders and partnering with our customers to ensure their strategic business objectives are understood and that their utilization of the Insurity Marine Suite Product is appropriately leveraged to drive these objectives. This role requires domain knowledge in Marine Cargo Insurance, is based in North America, and requires regular in-person engagement with clients and partners. What Our Customer Success Manager Will Do - Relationship Management - Primary point of management contact for assigned customers - Accurately capture minutes/actions from meetings - Prepare professional presentations/reports and effectively lead customer meetings - Ensure workflow management system and customer-facing tools are up to date - Provide tool self-service support for customers - Understand Customer KPIs; measure and track regularly - Maintain/manage customer expectations and satisfaction - Develop working relationships with Customer System Champions - Independently transition low complexity customers from the implementation team - Ensure contract compliance and accurate billing - Understand the customer experience and loyalty measures in place (NPS, references, etc.) - Ensure a strong understanding of internal customer organization, political landscape, and stakeholder personalities - Demonstrate thorough knowledge of customers’ business challenges, opportunities and how our products and solutions address them - Uncover potential cross-sell and upsell opportunities - Enhancement Delivery - Facilitate end-to-end management of cross-functional medium complexity enhancements in accordance with product specific procedures - Draft change requests and Statements of Work for small to medium complexity enhancements - Demonstrate an understanding of revenue recognition and account measurements - Internal Process - Demonstrate competency in all internal processes & practices - Support Continuous Improvement initiatives - Provide mentorship to team members - Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. - Other duties as assigned Qualifications - Minimum 1-3 years' experience in Marine Cargo Insurance, Logistics or Logistics Software - Minimum 1-3 years' experience in customer success related role, interfacing and working directly with customers - Bachelor’s degree in related field or equivalent work experience - Ability to create succinct, audience relevant, objective oriented written documentation (emails, PowerPoint, Word documents, etc.) - Analytical and critical thinking - Written and oral English communication - Time management including work planning, prioritization, and organization - Ability to handle multiple priorities or tasks - Self-starter and quick learner - Detail-oriented - Active listener - Ability to collaborate and work autonomously - Flexible and adaptable - Expectation Management - Project Management - Process analysis, design, and management - Business Acumen - Technical Acumen - Software Development Acumen - Change management - Ability to articulately present information - Meeting facilitation and management - Ability to disagree and commit - Up to 10% travel required Benefits - Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities - Take Time When You Need It: Open PTO Policy - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings - Living Our Values Every Day: Core values guide hiring, growth, and retention - Award-Winning Onboarding: Designed to set you up for success - Grow Your Career from Within: Over 25% of open roles filled by internal candidates - Mentorship That Matters: Connects you with experienced leaders - Insurity Podcasts: Explore podcasts for deeper insight into Insurity products - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan - Invest in Your Future—And Your Family’s: Discounted tuition through partnership with the University of Arizona Global Campus - Earn When You Refer: Employee Referral Bonus program Company Description Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space.

Role Description This role leads a team of developers delivering client-facing implementations of Insurity’s Sure Commercial platform, owning technical design, integrations, and development quality through go-live in a billable Professional Services model. The ideal candidate is a hands-on technical leader with deep experience in enterprise SaaS and system integrations who can guide teams through complex implementations, partner effectively with client stakeholders, and balance delivery quality, utilization, and continuous improvement of our development practices. What Our Manager, Professional Services - Application Development Will Do - Lead, coach, and mentor a high-performing, highly engaged team of individual contributors, typically performing similar functions - Interview, hire, onboard, and retain exceptional talent - Provide input to departmental goals and ensure goals are met - Adopt and reinforce company policies, processes, and programs - Lead team members using the company’s performance management and development process - Support a culture that emphasizes the strategy, guiding principles and core values - Communicate effectively & regularly with team members, peers, and leaders - Manage financial responsibilities and activities - Develop and maintain trusted customer relationships - Effectively engage with internal and external stakeholders - Drive utilization across team - Communicate financial and goal results, and KPIs to direct reports - Perform tasks as an individual contributor to support the team as needed Qualifications - 5+ years of experience in software development, including 2+ years of team leadership or management experience - Experience supporting external, client-facing software implementations (SaaS and/or enterprise platforms preferred) in a Professional Services or consulting environment (billable/utilization model) - Strong understanding of object-oriented programming, system integrations (APIs, data interfaces), and common integration patterns - Ability to translate business and functional requirements into effective technical designs and implementation plans - Demonstrated experience driving code quality through reviews, testing practices, and use of modern SDLC/CI/CD tools - Proven ability to manage priorities and deliver in a fast-paced, multi-project environment - Bachelor’s degree in computer science, engineering, or equivalent experience Nice to Have - Experience with enterprise SaaS platforms (e.g., PAS, ERP, CRM) - Background in Commercial Insurance or Policy Administration Systems - Familiarity with cloud environments (e.g., Azure) - Experience with proprietary or domain-specific platforms/languages - Agile or hybrid delivery experience - Experience working with offshore/distributed teams Benefits - Work Where You Thrive: Flex First Workforce approach offers many fully remote opportunities - Take Time When You Need It: Open PTO Policy empowers you to recharge when it matters most - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings - Living Our Values Every Day: Core values guide how we hire, grow, and retain talent - Award-Winning Onboarding: Designed to set you up for success and help you make an immediate impact - Grow Your Career from Within: Over 25% of our open roles are filled by internal candidates - Mentorship That Matters: Connects you with experienced leaders committed to your growth - Insurity Podcasts: Explore podcasts for deeper insight into Insurity products and innovation - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development - Invest in Your Future—And Your Family’s: Access discounted tuition through our partnership with the University of Arizona Global Campus - Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board Salary Information The career level salary range for this role is $86,000 to $172,000. Actual salary may vary based on your experience and qualifications. If your application advances, your recruiter will review these details with you during a video interview. Company Description Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed.

Role Description This is for a billing operations leader who has run billing for an MGA, carrier, or managed third-party / outsourced billing vendors – owning payments, collections, reconciliation, and the full flow from invoice to cash. You’ve sat in the seat where billing breaks—and know exactly how fast it shows up in cash, customer impact, and operational drag. You’ve seen what happens when billing is stitched together across systems: - Payments come in but don’t align cleanly. - Reconciliation turns into a daily manual exercise. - Installment billing adds complexity to processes. - What works at low volume starts to break as the business scales, adds programs, or introduces new billing plans. You’ve been in the conversations where leadership assumes the current approach is “working”—until cash isn’t where it should be, visibility is limited, or teams are spending more time fixing issues than moving the business forward. This role is about stepping into those conversations as a peer—bringing a clear, experience-backed point of view on where billing breaks, what it’s costing, and what it takes to run it in a way that scales. Qualifications - You’ve owned billing operations end-to-end. - You’ve operated within real billing complexity. - You go straight to where billing breaks. - You have a clear point of view on how billing should run. Requirements - Create credible demand in priority accounts. - Partner to construct deal strategy for priority opportunities. - Collaborate to ensure no lead or deal leakage. - Identify and challenge where billing creates friction and cost. - Illustrate what scalable billing looks like in practice. Benefits - Work Where You Thrive: Flex First Workforce approach offers remote, hybrid, or in-office opportunities. - Take Time When You Need It: Open PTO Policy empowers you to recharge. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings. - Award-Winning Onboarding: Designed to set you up for success. - Grow Your Career from Within: Over 25% of open roles filled by internal candidates. - Mentorship That Matters: Connects you with experienced leaders. - Insurity Podcasts: Explore insights into products and innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan. - Invest in Your Future—And Your Family’s: Access discounted tuition through the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program rewards you for referrals. We have five Core Values at Insurity; one of which is to Act with Integrity. Providing pay transparency helps you make the best decision for you. The career level salary range for this role is $105,000 to $192,000. Insurity is proud to be an Equal Opportunity Employer dedicated to creating an exceptional work environment for all employees.

Role Description This position will drive the delivery of software and services to insurance customers while reporting to the Enterprise Project Management Office (EPMO) at Insurity. Our Project Managers manage multiple projects through control, coordination, and the reporting of scope, change, cost, risk, and quality across those projects. The successful candidate will have experience managing projects for insurance entities. What Our Project Manager Will Do - Run multiple projects simultaneously to support the successful implementation of new applications and systems based on business and customer objectives including: - Drive the delivery of services to the customer, managing customer inquiries and requests as assigned - Manage weekly project meetings and monthly status reporting – including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items, scheduling any follow-up sessions, etc. - Negotiate with first line resource managers for project resources; as well as effectively communicate with Product Engineering and Sales on resourcing - Develop strong relationships across the business to ensure the project team is successful - Through expertise in industry best practices, tailor the balance of scope, schedule, resources, and quality against the needs of the project and overall business strategy - Collaborate and provide mentorship and guidance to peers on project management methodologies - Identify and make recommendations for improvement to existing processes and procedures - Stay up to date on industry and job-related trends and best practices, including reading relevant publications, articles, blogs, etc. - Other duties as assigned Qualifications - Perform the following skills at an advanced level: - Analytical and critical thinking - Written and oral English communication - Time management including work planning, prioritization, and organization - Ability to handle multiple priorities or tasks - Self-starter and quick learner - Detail-oriented - Active listener - Ability to collaborate and work autonomously - Flexible and adaptable - Negotiation - Team Building - Work Breakdown Structure - Project Schedule - Project Statuses (Team & Exec) - Project Estimation and Financials - Project Staffing profiles - Project Management documentation (scope statement, charter, communication plan, etc.) - Advanced knowledge and experience with: - Microsoft Word - Microsoft Excel - Microsoft Outlook - Microsoft PowerPoint - Microsoft Project - Visio/or another diagramming tool - Resource Allocation / Workflow Tool (examples: Clarity, SAP, PPM, Remedy, Jira, Salesforce, etc.) - Project Management and SDLC Methodologies - Basic architecture comprehension - Project Experience: - Multi-project or workstream focused - 5,000 hours - Custom/Moderate Complexity Integrations/Conversions; avg. 9 – 18 mos. in duration - Average team size 5-10 people, including cross-organization and vendor teams - Insurance Experience: - 2+ years required - Bachelor’s degree in related field or equivalent work experience. - Travel is 10% - 40% Benefits - Work Where You Thrive - Take Time When You Need It - Benefits That Start on Day One - Living Our Values Every Day - Award-Winning Onboarding - Grow Your Career from Within - Mentorship That Matters - Insurity Podcasts - Keep Learning, Always - Invest in Your Future—And Your Family’s - Earn When You Refer Salary Information We continuously analyze and update our salary ranges for our roles according to market trends to ensure our employees are paid fairly. The career level salary range for this role is $83,000 to $160,000. Actual salary may vary based on your experience and qualifications. Company Description Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed. - Largest cloud-based software provider for the Property & Casualty market - Trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space - Collaborate with creative and knowledgeable minds in insurance tech - Culture that fosters innovation, teamwork, and continuous learning

Role Description Insurity’s next Lead Product Support Analyst will be a senior member of the Product Support team who leads the triage and resolution of complex customer issues across Insurity products. They will coordinate day‑to‑day support activities, drive quality and efficiency in our ticketing and data maintenance processes, and serve as a key point of escalation for critical client incidents. This person will also mentor other team members and champion continuous improvement in how we support our customers. - Lead the triage of all incoming tickets, including properly identifying billable work. - Provide and manage day‑to‑day support and troubleshoot medium to high‑complexity customer issues and requests. - Escalate resolution of system and platform failures (e.g., VMGA, Sure Submission Gateway) that block quoting, binding, and issuance, communicating with the client as needed. - Able to communicate clearly and professionally with customers through written channels (email, ticketing, collaboration tools) and, on rare occasions, by phone when direct conversation is the most effective way to resolve an issue. - Assist other team members with urgent binding, issuance, endorsement, and renewal issues to keep business moving. - Troubleshoot complex policy, rating, premium, tax, and fee discrepancies. - Act as a primary escalation point for large, high‑touch accounts, notably key strategic clients. - Manage non‑standard, case‑specific exceptions that require investigation and sound judgment. - Coordinate fixes across systems, configurations, contracts, forms, and integrations in partnership with other teams. - Handle targeted user‑access issues when they directly impact production. - Update the workflow management system and customer‑facing tools with the most current ticket information and assist with periodic quality audits. - Administer the knowledge base to ensure relevant information is captured and encourage regular participation from team members. - Lead and/or participate in functional root‑cause analysis, including coaching and aiding team members. - Contribute and implement continuous‑improvement ideas to reduce customer dependency on support for low added‑value incidents, improve quality, and enhance service levels. - Support the monitoring and delegation of work from the queues as needed. - Provide mentorship, leadership, and training to team members so they can independently handle increasingly complex issues. - Stay up to date on industry and job‑related trends and best practices, including reading relevant publications, articles, and blogs. - Stay abreast of current technology in Insurity products, design changes, and new products offered. - Work effectively with other departments when submitting customer feedback on tickets. - Communicate with the product development team to improve current design or to identify and address potential design problems. - Based on your primary time zone and local holidays, be flexible in work hours to help the co-located team provide coverage across Asia Pacific, EU, and US East time zones as needed. - Demonstrate effort, persistence, and speed in taking action to achieve results, energetically working to meet challenges and seize opportunities aligned with Insurity’s business strategy. - Prepare the team for new customer go‑lives, ensuring readiness of processes, knowledge, and tools. - Perform other duties as assigned. Qualifications - Experienced support professional with 7+ years in support, development, or consultancy, including 3+ years working with the assigned products. - Bachelor’s degree in a related field, or equivalent work experience. - A hands-on team leader who can own complex escalations, coach others, and drive continuous improvement. - Organized and adaptable, able to manage multiple priorities, plan and prioritize work, and use sound judgment. - Comfortable working independently and collaboratively and quickly learning new concepts. - Strong process and documentation skills – can analyze and improve processes and create clear, concise written materials. - Solid technical skills: Microsoft Word, Excel, PowerPoint, SQL, and programming logic; web-based troubleshooting tools are a plus. - Deep knowledge of Insurity products and how they work from both an insurance and technical perspective. - Nice to have: AINS 101 and AINS 103 certifications. Benefits - Work Where You Thrive: Find the work environment that supports your best—whether that’s remote, in-office, or hybrid—depending on your role and location. - Take Time When You Need It: Open PTO Policy, empowering you to recharge when it matters most. - Benefits That Start on Day One: Comprehensive health coverage and employer-matched retirement savings right from your first day. - Living Our Values Every Day: Core values guide how we hire, grow, and retain the very best talent. - Award-Winning Onboarding: Designed to set you up for success and help you make an immediate impact. - Grow Your Career from Within: Over 25% of our open roles are filled by internal candidates. - Mentorship That Matters: Connects you with experienced leaders committed to helping you grow. - Insurity Podcasts: Explore podcasts for deeper insight into Insurity products and company innovation. - Keep Learning, Always: Full access to LinkedIn Learning and Kaplan for continuous development. - Invest in Your Future—And Your Family’s: Access discounted tuition through our partnership with the University of Arizona Global Campus. - Earn When You Refer: Employee Referral Bonus program rewards you for bringing great people on board.

Role Description As part of the Sales “Deal Desk” team you will be responsible for coordinating with internal teams to scope a customer project, working with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. You will report to the AVP of Offer Management and will have several colleagues that work together with you. You will interact with many organizations within Insurity (Sales, Legal, Product Management, Customer Experience) at all levels of the organization. What Our Senior Offer Manager Will Do - Coordinate with internal teams to scope a customer project. - Work with the sales team to establish a customer price while overseeing the profitability of each deal and ensuring appropriate process flow approvals. - Provide sales teams with guidance on pricing, pricing structure and strategy. - Independently support multiple sales teams with special pricing requests and manage large opportunities with all required parties. - Use business experience to prepare and present alternatives to leadership on pricing scenarios. - Partner with the sales team to manage the profitability and approval matrix to deliver pricing for each opportunity. - Present and roll out new processes across all levels of organization. - Monitor adherence to new processes and course correct as needed. - Collaborate with cross-functional team members to scope the services project based on agreed upon parameters. - Manage assigned deal estimation requests including meeting preparations, scheduling, agenda preparation, content and presenter planning, documenting, and distributing minutes and action items. - Solicit inputs from Professional Services leadership on the financial, scheduling, and resourcing aspects of a proposed estimate. - Initiate internal and external communication throughout defined pre-sales process via face-to-face meetings, teleconferencing and email. - Coordinate development of order form documents including estimates, SOWs and RFP responses working closely with all stakeholders. - Review financial data related to various requests for special pricing and identify possible risks associated with service terms, product descriptions, and price concessions. - Use keen business judgment and financial knowledge to defend and debate recommendations. - Maintain records supporting all business cases. - Ensure compliance with internal procedures and government regulations. - Assist order management and finance in resolving implementation issues, billing issues, and technical issues. - Ensure team productivity is meeting targets and delivering value to the field. - Contribute to the feedback loop into the company on street pricing, implementation requirements, and customer roadblocks. - Identify, address, and bring issues to closure. - Effectively handle team escalations. - Other duties as assigned. Qualifications - Demonstrate advanced skills in pricing and commercial terms development. - AI process integration. - Analytical and critical thinking. - Written and oral English communication. - Time management including work planning, prioritization, and organization. - Ability to handle multiple priorities or tasks. - Self-starter and quick learner. - Detail-oriented. - Active listener. - Ability to collaborate and work autonomously. - Flexible and adaptable. - Capacity to analyze in-flight project impacts while scoping new project requests. - Status read-outs (Sales, Legal, EPMO & Exec). - Project Estimation including Scope, Financials, Risks & Assumptions. - Understanding of Project Management methodology. - 5+ years’ experience or Bachelor’s degree in related field (equivalent work experience may be considered). Requirements - Advanced knowledge of CPQ systems. - AI tools. - Microsoft Word. - Microsoft Excel. - Microsoft Outlook. - Microsoft PowerPoint. - Microsoft Project. - Visio or another diagramming tool. Benefits - Work Where You Thrive: Flexible work environment options (remote, in-office, or hybrid). - Open PTO Policy: Manage your time and recharge when needed. - Comprehensive health coverage and employer-matched retirement savings starting on day one. - Award-Winning Onboarding: Designed to set you up for success. - Grow Your Career from Within: Over 25% of open roles filled by internal candidates. - Mentorship Program: Connect with experienced leaders for personal and professional growth. - Access to Insurity Podcasts for deeper insights into products and company innovation. - Continuous Learning: Full access to LinkedIn Learning and Kaplan. - Discounted tuition through partnership with the University of Arizona Global Campus. - Employee Referral Bonus program. Company Description Insurity empowers insurance organizations to quickly capitalize on new opportunities by delivering the world’s most configurable, cloud-native, easy-to-use, and intuitively analytical insurance software. We empower our people—providing the tools, support, and opportunities they need to grow and succeed. As the largest cloud-based software provider for the Property & Casualty market, Insurity is trusted by 22 of the top 25 P&C carriers and 7 of the top 10 wholesale brokers in the MGA space. At Insurity, you’ll collaborate with some of the most creative and knowledgeable minds in insurance tech—in a culture that fosters innovation, teamwork, and continuous learning.